Client Accounting

Cloud-Based Legal Client Accounting Software that helps you stay compliant with ease

Client Accounting

Manage Client Funds Transparently

Managing funds for your clients is an important responsibility and needs to be handled carefully. Actionstep provides you with a 100% cloud-based trust accounting system. It’s feature-packed with excellent tools, reports, and controls that comply with the strict trust accounting rules and regulations.

Actionstep’s client accounting system is fully integrated with the general ledger and maintains important disciplines such as:

  • Ensuring your trust liability is always covered by trust funds in the bank
  • Tracking client funds by single or multile clients
  • Providing plenty of audit trails and reports to keep the auditors happy
  • Visibility of trust position across different matters

Client Funds

Reporting

Comprehensive Reporting

Generate all the reports you need at the click of a button:

  • Account Ledger
  • Accounting Payments / Receipt Cash Book
  • Reconciliation Summary
  • Lockup
  • Transfer Journal
  • Matter Balances
  • Stale Balances
  • And more…

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